Eric
Shaffer

360 Wealth Management, LLC

CRD#2626686
Investment Advisor
in Dallas, TX
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About this Advisor

Eric Shaffer is a certified financial planner who works out of Dallas, Texas. Currently a registered advisor at 360 Wealth Management, LLC, Shaffer has 12 years of experience as an investment advisor. Shaffer maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Shaffer is able to advise clients in Texas. During their career, Shaffer has held roles at Raymond James Financial Services, Inc, Quest Capital Management, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Vfg Advisors Inc, Vfg Securities, Inc, Lpl Financial, LLC and 360 Wealth Management, LLC. 360 Wealth Management, LLC is headquartered in Dallas, Texas, and has 41 offices in the nation. As a company, 360 Wealth Management, LLC oversees $900 million in assets dispersed across 4,765 client accounts and retains more than 92 people. The level of assets currently under the firm's management makes it one of the larger financial advisory firms in the United States. The firm manages 4,573 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. 360 Wealth Management, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

17300 North Dallas Parkway Suite 2065
Dallas, TX 75248

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360 Wealth Management, LLC Brokerage Details

Total Assets Under Management

$900,048,308

TX Average: $3,042,739,679
Total Number of Employees

92

TX Average: 49
Total Number of Accounts

4,765

TX Average: 2,315
Average Account Size

$188,887

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Eric Shaffer Work History

Eric has 12 years of experience.

2014 - Present (5 years)

Lpl Financial, LLC

2014 - Present (5 years)

360 Wealth Management, LLC

2013 - 2013 (0 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2013 (0 years)

Tiaa

2013 - 2014 (1 years)

Vfg Advisors Inc

2013 - 2014 (1 years)

Vfg Securities, Inc

2006 - 2012 (6 years)

Raymond James Financial Services,Inc

2006 - 2012 (6 years)

Quest Capital Management, Inc

Disclosures

Eric Shaffer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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